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Improved Management of Fleets Business Bodes Well For GM’s Profitability

by Trefis Team
For a number of years, the over dependence of General Motors (NYSE:GM) on fleet sales has been seen as a key problem. Fleet sales involve bulk sales of cars and trucks to corporate customers, governments, and rental-car firms. GM has long seen th...
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Accenture Earnings: Revenue Soars Even As Order Booking Disappoints

by Trefis Team
Accenture (NYSE:ACN) reported its Q1 FY 2015 results on December 18te, and the results exceeded market expectations as the company posted nearly 10% year-over-year growth in revenues to $7.9 billion (in local currency). This was above the company...
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Rite Aid Raises Its 2015 Outlook Backed By A Strong Q3 2015

by Trefis Team
The third largest drugstore chain in the U.S.,  Rite Aid (NYSE: RAD) saw its stock price increase by more than 10% as the company exceeded its own expectation and beat wall street estimate in Q3 2015 (reported on December 18th). Rite Aid raised i...
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Strong Europe, China Performance Drives Nike’s 15% Top Line Growth In Q2

by Trefis Team
Sports giant  Nike (NYSE:NKE) recorded another strong quarter in Q2 2015, with revenue rising by 15% annually to $7.4 billion. Gross margin expanded by 120 basis points y-o-y, on the back of a shift in the sales mix to higher margin products and...
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Credit Card Weekly Notes: Discover, MasterCard, American Express

by Trefis Team
During this week through Thursday, December 18, credit card stocks traded well. In this weekly note, we take a look at the latest delinquency and charge-off rate data released by Discover Financial (NYSE:DFS). We also take a look at  MasterCard ’...
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DuPont To Take Additional Restructuring Charge Related To Performance Chemicals Spin-off

by Trefis Team
DuPont (NYSE:DD) recently announced that it will record a $315 million pre-tax charge during the fourth quarter as a part of its ongoing redesign program, which primarily aims at delivering near-term savings from the movement and elimination of c...
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Insurance Weekly Notes: MetLife, Prudential, UnitedHealth

by Trefis Team
During this week through Thursday, December 18, insurance stocks traded fairly well. In this note we take a look at the recent developments for the insurance companies leading to new businesses and enhancements in various product lines. MetLife (...
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Vale Completes Sale of Stake In Fosbrasil As Part of Ongoing Response To Low Iron Ore Prices

by Trefis Team
Vale (NYSE:VALE) has announced the completion of the sale of its 44.25% stake in Fosbrasil, a Brazil-based producer of purified phosphoric acid, to Israel Chemicals Limited, after fulfilling all conditions for the completion of the transaction, i...
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Why We Believe That Netflix Is Still Overvalued

by Trefis Team
Netflix (NASDAQ:NFLX) reported its third quarter numbers on October 15, 2014 and the stock has fallen approximately 25% since then. Even though Netflix delivered on the revenue guidance, the selloff has largely been due to the disappointing numbe...
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Industrials Weekly Review: Deere, Corning, Honeywell, Caterpillar

by Trefis Team
During the past week, industrial majors Corning (NYSE: GLW), Caterpillar (NYSE: CAT), Honeywell (NYSE: HON) and Deere (NYSE:DE) – saw their stock prices move upwards. Corning and Honeywell announced acquisitions, while Deere announced the divesti...
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Asset Base Continues To Grow For E*Trade, Trading Activity Slows Down

by Trefis Team
Brokerage firm E*Trade Financial (NASDAQ:ETFC) released its operating metrics for November, reporting a 7% sequential decline in trading activity after a surge in October. E*Trade’s daily average revenue trades (DARTs) were flat compared to...
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How Is Nickelodeon Network Trending For Viacom?

by Trefis Team
Viacom ‘s (NASDAQ:VIA) Nickelodeon network saw a 20% ratings decline in the third quarter. The network was no exception as ratings were lower in the second half of 2014 for most of the cable networks. While the network is currently at the t...
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Aviation Week In Review: Boeing and GE

by Trefis Team
In the past week, Boeing (NYSE:BA) raised its dividend and share repurchase authorization as the upcycle in global commercial aviation has grown the company’s profit and cash flow. Separately, GE (NYSE:GE) was selected by Boeing to supply e...
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Microsoft’s Azure Cloud Platform Explained – Part 1

by Trefis Team
Microsoft (NASDAQ:MSFT) launched its cloud platform, Azure, in 2010. Since the launch, the service has posted triple digit growth, and last year generated over $1 billion in revenue, according to reports. Considering the latest quarterly results,...
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Weekly Chinese Internet Notes: Baidu’s Latest Moves

by Trefis Team
In our Chinese Internet note this week we take a look at online search giant Baidu ‘s (NASDAQ: BIDU) latest moves. Baidu announced a research breakthrough in voice-based search that improves accuracy in transcription. It also confirmed its ...
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